Omar Sana Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Founded Inveniam Consulting to provide advisory services and support to clients in their pursuit of climate ambitions ranging from advocacy to climate reporting• Served on the Steering Committee for the $130 Trillion AUM Glasgow Financial Alliance for Net Zero• Supported the David Rockefeller Fund in becoming the first philanthropic institution (and 3rd US organization) in the world to join the United Nations Asset Owner Alliance (UNAOA)• Facilitated management of the David… Show more • Founded Inveniam Consulting to provide advisory services and support to clients in their pursuit of climate ambitions ranging from advocacy to climate reporting• Served on the Steering Committee for the $130 Trillion AUM Glasgow Financial Alliance for Net Zero• Supported the David Rockefeller Fund in becoming the first philanthropic institution (and 3rd US organization) in the world to join the United Nations Asset Owner Alliance (UNAOA)• Facilitated management of the David Rockefeller Fund’s annual reporting submissions to the UNAOA including MRV (measurement, reporting, and verification), working in close consultation with Rockefeller Capital Management and external organizations on engagement reporting including proxy efforts and shareholder resolutions undertaken through initiatives like Climate Action 100+• Collaborated with the World Economic Forum on an initiative to catalyze philanthropic giving to UN SDG compliant projects• Developed and managed sustainability-focused PR campaigns for the CEO of Seventh Generation (wholly owned subsidiary of Unilever) Show less

Toronto, Ontario

• Participated in the formation of the company and its acquisition of a 70 Million CAD Portfolio. Carried out in-depth and critical decision-making analytics in the form of due diligence on portfolio financials, financial restructuring, shareholder value projections, and revenue and cash flow projections for the joint entity. Gained valuable M&A experience by assisting in all acquisition related negotiations between the two companies – brokered by a top five global law firm in DLA Piper•… Show more • Participated in the formation of the company and its acquisition of a 70 Million CAD Portfolio. Carried out in-depth and critical decision-making analytics in the form of due diligence on portfolio financials, financial restructuring, shareholder value projections, and revenue and cash flow projections for the joint entity. Gained valuable M&A experience by assisting in all acquisition related negotiations between the two companies – brokered by a top five global law firm in DLA Piper• Charged with key roles in determining debt service obligations in different scenarios on two major refinancing initiatives with Meridian and DUCA Credit Unions (the 3rd and 18th largest institutions of their type within Canada, respectively). Analysis of those scenarios and the resulting recommendations culminated in the refinancing of a development loan worth 24 Million CAD and the successful replacement a mezzanine financing facility with a long term loan, drastically reducing the cost of funds. • Contributed towards monthly investor reporting and project specific development plans for a portfolio of six income producing commercial plazas throughout the GTA as well as several raw-land developments. Contributions included attending city meetings to negotiate approvals, zoning, site-plans, and incentives in addition to providing revenue and cashflow projections on a per project basis. Show less

Dubai, Uae

• Tasked with completing a price sensitivity analysis on Askari Bank’s 3.2 billion USD of deposits. Analyzed the effect of reducing interest rates on time deposits and saving accounts by bench-­‐ marking them against competing banks, leading to a decision to reduce interest rates on fixed-­‐ term deposits by 55 basis points thus reducing the cost of funds bank-­‐wide.• Participated in industry studies to identify business areas that the bank should refrain from funding in order to reduce… Show more • Tasked with completing a price sensitivity analysis on Askari Bank’s 3.2 billion USD of deposits. Analyzed the effect of reducing interest rates on time deposits and saving accounts by bench-­‐ marking them against competing banks, leading to a decision to reduce interest rates on fixed-­‐ term deposits by 55 basis points thus reducing the cost of funds bank-­‐wide.• Participated in industry studies to identify business areas that the bank should refrain from funding in order to reduce non-­‐performing loans (NPLs) and boost the net interest margin within 24 months, concluding that is was feasible to set an NPL target below the industry norm of 6%, increasing target interest income by $102 million in 2013 as a result. Show less

Karachi, Pakistan

• Used quantitative templates alongside Barclay’s in-­‐house scoring system to perform consumer credit analysis. Modeled key ratios and business factors to determine credit ratings that were used internally for the risk assessment of new and existing consumer loans.

Karachi, Pakistan

• Assigned to create a financial model to determine discounted cash flow (DCF) and dividend discount valuations for a subsidiary of a Fortune 500 company. The model led to the acquisition of those shares after revealing them to be undervalued in the market. UBL Funds had a net asset value of 250 million USD.• Selected to present research and valuation results to senior analysts on behalf of a small team of junior analysts for approval and consolidation. Liaised with trading divisions to… Show more • Assigned to create a financial model to determine discounted cash flow (DCF) and dividend discount valuations for a subsidiary of a Fortune 500 company. The model led to the acquisition of those shares after revealing them to be undervalued in the market. UBL Funds had a net asset value of 250 million USD.• Selected to present research and valuation results to senior analysts on behalf of a small team of junior analysts for approval and consolidation. Liaised with trading divisions to communicate buy/sell recommendations alongside senior analysts and fund managers. Show less

Bachelor Of Commerce (Bcom), Finance

Education record